Post #207 by AdrianC on the Retirement Investing board

Personal Finance Topics / Retirement Investing

Unthreaded | Threaded | Whole Thread (6)

Post New | Post Reply | Report Post | Recommend It!

No. of Recommendations: 5

For now it is a mixture of treasuries (2 years or less), stocks (BRK, Google, Facebook/Meta, ETFs (SP500, QQQE) and one fund Distillate US Fdmtl Stblty & Val ETF DSTL

I mostly curious what people who are retired would do with the money in the TD account. I don't think I'd be comfortable putting it all in stocks and I'm not a bond fund person.

I think you're doing what you need to do already: Index stock funds/BRK and enough treasuries/cash so you can sleep.

There's no need to get any more complicated than that.

We put my father-in-law's entire IRA portfolio into LifeStrategy Moderate Growth Fund (60/40). There are other allocations available:

https://investor.vanguard.com/investment-products/...

Can't get simpler than that. That's what I told my wife to do when I'm gone: keep the BRK and her IRA (Vanguard target date fund), put everything else into a LifeStrategy fund.

Post New | Post Reply | Report Post | Recommend It!

Print the post

Unthreaded | Threaded | Whole Thread (6)

Prev | Next

Announcements

Retirement Investing FAQ

Contact Shrewd'm
Contact the developer of these message boards.

A community forum supporting civilized, and highly helpful, self-educating investors that come together for Shrewdness and merry spirits. These message boards closely follow the look and feel of the old message boards at boards.fool.com prior to the boards redirected to discussion.fool.com. Shrewd'm is not affiliated with the comprehensive and excellent investment website, The Motley Fool (TMF), in any way. The Shrewd commmunity here has owed, and continues to owe, gratitude to The Motley Fool for nurturing a culture of jovial irreverence towards Wall St, and that tradition will continue here.